Prior to re-joining NWQ in 2013, Jim was a Managing Director and Portfolio Advisor for Nuveen Investments, where he advised clients and their consultants concerning portfolio strategy and performance. Prior to that, Jim was one of the original partners of NWQ and spent 20 years with the firm. Before joining NWQ , he managed a venture capital fund for four years and was a Partner and Portfolio Manager with the investment management firm of Stephenson and Company in Denver for nine years.
Jim earned his B.S. in Business Administration degree in Finance and Economics from the University of Denver. He also studied Economics at the University of Stockholm, earned the designation of Chartered Financial Analyst and is a member of the CFA Institute. He has served on several boards including the Money Management Institute and the Association for Small Foundations.
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